Creative Planning’s EXCEED COMPANY LTD ORD SHS EDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-250
Closed 3900
2015
Q1
$0 Hold
250
﹤0.01% 4410
2014
Q4
$0 Hold
250
﹤0.01% 4348
2014
Q3
$0 Sell
250
-250
-50% ﹤0.01% 4137
2014
Q2
$1K Buy
+500
New +$1K ﹤0.01% 3595